Purchases and Sales Made in Q1 2024 in Microstrategy Inc (MSTR)
This table provides information about the institutional ownership of Microstrategy Inc (MSTR) during Q1 2024. The information is specifically focused on institutions that hold shares of MICROSTRATEGY Inc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-178- 12.91% |
$80.1K - $342K
|
1.2K
$365K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-183- 21.53% |
$82.4K - $351K
|
667
$203K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-190- 4.54% |
$85.5K - $365K
|
3.99K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-193- 46.84% |
$86.9K - $370K
|
219
$66.6K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-235- 15.04% |
$106K - $451K
|
1.33K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-247- 37.09% |
$111K - $474K
|
419
$127K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-253- 41.41% |
$114K - $486K
|
358
$109K
|
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-264- 25.63% |
$119K - $507K
|
766
$233K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-269- 38.16% |
$121K - $516K
|
436
$133K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-270- 59.08% |
$122K - $518K
|
187
$56.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-288- 4.19% |
$130K - $553K
|
6.59K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-292- 41.01% |
$131K - $560K
|
420
$128K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-321- 4.59% |
$145K - $616K
|
6.67K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-332- 79.05% |
$149K - $637K
|
88
$26.8K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-349- 41.6% |
$157K - $670K
|
490
$149K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-387- 30.69% |
$174K - $743K
|
874
$266K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-398- 3.36% |
$179K - $764K
|
11.4K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-404- 36.69% |
$182K - $775K
|
697
$212K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-414- 66.56% |
$186K - $795K
|
208
$63.2K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-438- 64.41% |
$197K - $841K
|
242
$73.6K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-501- 15.07% |
$226K - $961K
|
2.82K
$858K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-507- 75.56% |
$228K - $973K
|
164
$49.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-557- 53.0% |
$251K - $1.07M
|
494
$150K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-559- 79.86% |
$252K - $1.07M
|
141
$42.9K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-602- 82.69% |
$271K - $1.16M
|
126
$38.3K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-608- 12.53% |
$274K - $1.17M
|
4.24K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-639- 53.88% |
$288K - $1.23M
|
547
$166K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-644- 64.92% |
$290K - $1.24M
|
348
$106K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-651Closed |
$293K - $1.25M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-665- 81.6% |
$299K - $1.28M
|
150
$45.6K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-696- 11.06% |
$313K - $1.34M
|
5.6K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-726- 17.43% |
$327K - $1.39M
|
3.44K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-767- 71.22% |
$345K - $1.47M
|
310
$94.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-797- 27.73% |
$359K - $1.53M
|
2.08K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-801- 40.5% |
$361K - $1.54M
|
1.18K
$358K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-815- 81.5% |
$367K - $1.56M
|
185
$56.2K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-833- 20.42% |
$375K - $1.6M
|
3.25K
$987K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-849- 65.31% |
$382K - $1.63M
|
451
$137K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-943- 29.6% |
$425K - $1.81M
|
2.24K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-950- 79.17% |
$428K - $1.82M
|
250
$76K
|
|
|
May 13, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-950- 79.17% |
$428K - $1.82M
|
250
$76K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-978- 4.9% |
$440K - $1.88M
|
19K
$5.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.01K- 42.74% |
$453K - $1.93M
|
1.35K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-1.11K- 83.26% |
$502K - $2.14M
|
224
$68.1K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.12K- 13.22% |
$506K - $2.16M
|
7.37K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.13K- 39.8% |
$508K - $2.17M
|
1.71K
$519K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.14K- 29.32% |
$514K - $2.19M
|
2.75K
$836K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.25K- 71.21% |
$562K - $2.4M
|
505
$154K
|
|
|
May 09, 2024
Q1 2024
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-1.3K- 21.31% |
$585K - $2.49M
|
4.8K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.37K- 14.83% |
$617K - $2.63M
|
7.87K
$2.39M
|